Today, a look at the market trying to continue its bounce-back from Friday's meltdown in especially chip stocks, interesting news flow on the AI data center financing front, lots on macro and FX and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.

Links

Today's The FX Trader from John
The great Izabella Kaminska with second order thinking in an X post on the possible signal from China's ability to crater its oil imports.
"Is the iPhone birth control?", asks an academic paper FTAlphaville links to, which is a study linking the launch of the iPhone in the US with lower fertility. Now imagine what widespread immersive AI will do...

About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack.

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